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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-14 |
Branch Locations
135 Us Highway 202/206 Suite 3, Bedminster, NJ 07921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Fairfield | NJ | 09/2015 | 03/2017 |
| Mml Investors Services, Llc | Fairfield | NJ | 03/2017 | 03/2022 |
| Massmutual Life Insurance Co | Fairfield | NJ | 07/2016 | 03/2022 |
| Prudential Insurance Company Of America | Basking Ridge | NJ | 03/2022 | Present |
| Pruco Securities, Llc. | Basking Ridge | NJ | 03/2022 | 11/2024 |
| Lpl Enterprise, Llc | Basking Ridge | NJ | 11/2024 | Present |
1) 07/03/2025-Marc E Lehmann Irr Trust and Jean J Y KIm Irr Trust-Act in a Fiduciary Capacity-Not inv related-At Bergenfield, NJ-Start date 03/16/2020-1hrs/mth-0hrs/mth during trading 2) 08/28/2025-Aaron and Esther Lehmann-Act in a Fiduciary Capacity-Inv related-At Basking Ridge, NJ-Start date 08/18/2025-3hrs/mth-1hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-08 |
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